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Jordan Robert Toma

Pruco Securities, LLC

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About Jordan Robert Toma

Jordan Toma is a financial advisor with Pruco Securities, LLC, registered with the state of New Jersey. Jordan has been in the financial industry since 2013. Jordan has a Series 6 and Series 65 license, as well as a SIE license. Jordan is also registered with the state of Florida. Jordan's firm is a Registered Investment Advisor (RIA) firm, with over 113,000 client accounts and over $16 billion in assets under management. The firm offers a range of services including financial planning, portfolio management, and selection of other advisors.

Firm Information

Jordan Toma is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

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Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Compensation from lpl enterprise, llc

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Jordan Toma’s Registration & Firm History

NJ

12/28/2015 - Present

Pruco Securities, LLC (Basking Ridge NJ)

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Licenses & Designations

IA

Issued 12/22/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jordan Robert Toma.
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